Samsara (IOT) Q3 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, December 5, 2025 astatine 9:26 AM CST 41 min read

Image source: The Motley Fool.

Dec. 4, 2025 astatine 5 p.m. ET

• Chief Executive Officer — Sanjit Biswas

• Chief Financial Officer — Dominic Phillips

• Vice President, Investor Relations — Mike Chang

Need a punctuation from a Motley Fool analyst? Email [email protected]

Sanjit Biswas: Thanks, Mike, and convey you, everyone, for joining america today. Samsara delivered different beardown 4th of durable and businesslike growth. We ended Q3 with $1.75 cardinal successful ARR, increasing 29% year-over-year. We besides achieved our archetypal 4th of GAAP profitability. In Q3, we added 219 customers with $100,000 positive successful ARR, a quarterly record. Our $100,000-plus ARR customers present lend much than $1 cardinal of ARR, increasing 36% year-over-year. We besides added 17 $1 million-plus ARR customers tied for a quarterly record. Our maturation is driven by our strategy to spouse with the world's largest and astir analyzable operations organizations.

Q3 was a milestone 4th for ample customers, and we spouse with galore caller organizations, including the authorities of New York, 1 of the world's largest providers of oilfield services and 1 of the world's largest and astir diversified media corporations. We're arrogant to spouse with these manufacture leaders, driving safer and much businesslike operations together. Large enterprises are rapidly digitizing their operations, and they're demanding a spouse that delivers standard and performance. We've go their level of prime for a fewer cardinal reasons. First, we unified information from galore disparate systems crossed each their vehicles, instrumentality and frontline teams successful a azygous strategy of record. Second, we lick challenges crossed their operations with our wide multi-application platform.

Third, we usage our monolithic information plus and AI to present actionable insights that prevention our customers money. Fourth, we supply an enterprise-grade level that delivers the scalability, reliability and information our customers require. And lastly, we supply world-class enactment and expertise to assistance our customers thrust alteration absorption and present outcomes, resulting successful wide and accelerated ROI.

Sanjit Biswas: I'd similar to stock 2 stories of caller customers from Q3 that are utilizing Samsara to alteration their operations. The archetypal is successful pupil transportation, which is simply a analyzable and highly regulated web liable for the harmless transit of 26 cardinal students each day. After landing First Student, the largest schoolhouse autobus supplier successful North America, successful Q2, we partnered with different 1 of the apical 5 largest schoolhouse autobus providers successful Q3. They transport implicit 1 cardinal students contiguous successful much than 500 schoolhouse districts crossed 30-plus states and provinces. Their archetypal acquisition included our Video-Based Safety, Telematics and AI Multicam products.